HEGNSEHEG Limited· ElectrodesMediumNeutral
Announced Tue, 23 Sept · 14:23 IST

HEG Limited has informed the Exchange regarding Board meeting held on September 23, 2025.

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HEG · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

HEG Limited's Board, at its meeting on September 23, 2025, approved granting an unsecured loan of Rs. 210 crore to Bhilwara Energy Limited (BEL), an associate company in which HEG holds a 40.42% stake. The loan is for funding BEL's growth plans, carries an interest rate of 9% per annum, has a one-year tenure, and will be repaid as a bullet payment of principal plus interest at maturity. No security has been taken for the loan. The transaction qualifies as a related party deal and has been carried out at arm's length. Notably, BEL is currently in the process of amalgamating with HEG Limited following the demerger of HEG's Graphite business, under a composite scheme of arrangement approved by both boards on March 10, 2025.

Likely market impact

Shareholders should note that HEG is deploying Rs. 210 crore into its associate that is set to merge into the company, meaning the cash effectively stays within the broader group. While the 9% interest provides reasonable yield, it ties up capital that could otherwise support HEG's standalone operations ahead of the restructuring. This is a related-party transaction, though declared at arm's length, and warrants monitoring as part of the ongoing amalgamation.